Callan Family Office’s Willis Towers Watson WTW Stock Holding History

Callan Family Office’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.21M	Sell	4,173 -103	-2%	-$31.6K	0.03%	505
2025 Q4	$1.41M	Buy	4,276 +816	+24%	+$267K	0.03%	448
2025 Q3	$1.2M	Sell	3,460 -1,284	-27%	-$416K	0.04%	347
2025 Q2	$1.45M	Buy	4,744 +1,338	+39%	+$415K	0.05%	323
2025 Q1	$1.15M	Buy	3,406 +54	+2%	+$17.6K	0.09%	198
2024 Q4	$1.05M	Buy	3,352 +2,067	+161%	+$634K	0.07%	245
2024 Q3	$378K	Buy	1,285 +7	+0.5%	+$1.96K	0.06%	121
2024 Q2	$335K	Buy	+1,278	New	+$330K	0.06%	112

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's WTW Position: Q1 2026 in Review

Callan Family Office reduced its Willis Towers Watson (WTW) stake by 2.4% in Q1 2026, selling an estimated $31.6K and leaving 4,173 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #505.

Callan Family Office first reported a position in WTW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q2 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Callan Family Office held 4,173 shares of Willis Towers Watson worth $1.21M as of Q1 2026.
Callan Family Office sold 103 Willis Towers Watson shares in Q1 2026, an estimated $31.6K.
Willis Towers Watson made up 0.03% of Callan Family Office's portfolio in Q1 2026, its #505 holding.
Callan Family Office first reported a position in Willis Towers Watson in Q2 2024 and has held it in 8 quarters since.
Callan Family Office's Willis Towers Watson position peaked at $1.45M in Q2 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.